Client Services Specialist

The Client Services Specialist supports the organizations Client Managers through a wide variety of tasks. With a passion for customer service and values being a part a great team this Client Services Specialist combines their friendly demeanor with stellar organization skills and detail-oriented focus to support the commercial insurance team in a fast-paced environment.

Responsibilities

Client & Team Operations Support

• Assist Client Managers and Advisors with the facilitation of day-to-day tasks and special projects.
• Serve as a liaison between clients Service Centers and internal team members to ensure timely and accurate resolution of servicing items.
• Reinforce Service Center workflows by redirecting inbound service needs (such as certificates billing questions endorsements and auto ID cards) to the appropriate Service Center team.
• Support team members in timely handling of phone and email communications during periods of team member absences and busy work periods.

Policy Administration & Data Entry

• Partner with insurance carriers and Service Centers to verify accuracy of policy coverage endorsements renewals and policy documents throughout the policy cycle.
• Maintain complete accurate and up-to-date records in the Agency Management System including documentation of customer interactions carrier emails policy adjustments and Service Center activity.
• Work closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities.

Client Service & Communication

• Provide regular two-way communication between the client and team to provide strong team representation and set proper client expectations.
• Provide feedback on Service Center performance for Operations Director to continuously improve our position for the customers experience.
• Stay knowledgeable about carrier changes industry developments and attend applicable carrier meetings.

Professional Requirements

• Education: High school diploma or GED required; bachelors or associate degree preferred
• Experience: A minimum of one year of experience in a client-focused role. Experience with commercial insurance is preferred.
• Licensure: Current P&C insurance license or willingness and ability to obtain within 90 days of employment.

Skills Abilities

• Demonstrate exceptional communication skills both verbal and written with the ability to successfully interact with a variety of client personality types at all levels within an organization.
• Manage numerous projects simultaneously while paying strict attention to detail.
• Stay organized and reprioritize tasks in an ever-changing environment.
• Exhibit excellent customer service skills complimented by a desire to problem solve.
• Aspire to be independently resourceful but not afraid to ask questions within our supportive team environment.
• Utilize time management skills with the ability to remain focused on deadlines.
• Understand insurance documents to administer policies in different systems.
• Proficient in Microsoft Excel Power Point and Outlook and variety of other software systems and programs with the ability to learn new software applications.
• Detail-Oriented.

Physical Demands

• This roles physical exertion is sedentary and takes place in an office environment.
• Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift carry push pull or otherwise move objects.
• Substantial movements and repetitive motion of the wrists hands and/or fingers.
• Individual required to have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing viewing a computer and extensive reading.

UNICO Group is committed to the full inclusion of all qualified keeping with our commitment UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly if reasonable accommodation is required to fully participate in the job application or interview process to perform the essential functions of the position and/or to receive all other benefits and privileges of employment please contact People Operations at